AXQ CAPITAL, LP Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$443.4B

Holdings

702

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (702 positions)

StockValue
DOXAMDOCS LTD
$757.0M
MSIMOTOROLA SOLUTIONS INC
$750.0M
FUODOLBY LABORATORIES INC
$731.0M
ASBASSOCIATED BANC CORP
$724.0M
NINISOURCE INC
$723.0M
BALLBALL CORP
$718.0M
GLIBKGCI LIBERTY INC
$712.0M
VRSKVERISK ANALYTICS INC
$711.0M
BRBROADRIDGE FINL SOLUTIONS IN
$711.0M
FWONALIBERTY MEDIA CORP DEL
$710.0M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$701.0M
MANHMANHATTAN ASSOCIATES INC
$701.0M
ROSTROSS STORES INC
$700.0M
AMGAFFILIATED MANAGERS GROUP IN
$693.0M
SAICSCIENCE APPLICATIONS INTL CO
$690.0M
DCIDONALDSON INC
$689.0M
CVXCHEVRON CORP NEW
$685.0M
4I1PHILIP MORRIS INTL INC
$684.0M
CGNXCOGNEX CORP
$684.0M
SPOTSPOTIFY TECHNOLOGY S A
$679.0M
CECELANESE CORP DEL
$678.0M
BENFRANKLIN RESOURCES INC
$671.0M
ELFE L F BEAUTY INC
$670.0M
FEFIRSTENERGY CORP
$668.0M
HLTHILTON WORLDWIDE HLDGS INC
$667.0M
LVSLAS VEGAS SANDS CORP
$664.0M
TEXTEREX CORP NEW
$663.0M
ARWARROW ELECTRS INC
$656.0M
SNDKSANDISK CORP
$651.0M
EXLSEXLSERVICE HOLDINGS INC
$650.0M
INGMINGRAM MICRO HLDG CORP
$646.0M
CPRICAPRI HOLDINGS LIMITED
$645.0M
ASHASHLAND INC
$638.0M
GEFGREIF INC
$632.0M
ZTSZOETIS INC
$625.0M
K6BKBR INC
$624.0M
KEYKEYCORP
$623.0M
NTAPNETAPP INC
$623.0M
PHMPULTE GROUP INC
$622.0M
TDYTELEDYNE TECHNOLOGIES INC
$622.0M
KGSKODIAK GAS SVCS INC
$621.0M
DKDELEK US HLDGS INC NEW
$621.0M
RMBS*RAMBUS INC DEL
$619.0M
T7DTRANSDIGM GROUP INC
$618.0M
ZGZILLOW GROUP INC
$615.0M
HUNHUNTSMAN CORP
$611.0M
ADMARCHER DANIELS MIDLAND CO
$605.0M
NMIHNMI HLDGS INC
$605.0M
ROIVROIVANT SCIENCES LTD
$604.0M
BFAMBRIGHT HORIZONS FAM SOL IN D
$599.0M
PBPROSPERITY BANCSHARES INC
$596.0M
LIFLIFE360 INC
$593.0M
LOARLOAR HOLDINGS INC
$592.0M
CRUSCIRRUS LOGIC INC
$590.0M
AIGAMERICAN INTL GROUP INC
$590.0M
BF/BBROWN FORMAN CORP
$588.0M
BCOBRINKS CO
$581.0M
ESNTESSENT GROUP LTD
$575.0M
SJMSMUCKER J M CO
$574.0M
TTEKTETRA TECH INC NEW
$573.0M
HOODROBINHOOD MKTS INC
$567.0M
COTYCOTY INC
$566.0M
MTDMETTLER TOLEDO INTERNATIONAL
$566.0M
XPXP INC
$565.0M
DDOGDATADOG INC
$564.0M
ABBVABBVIE INC
$564.0M
UAAUNDER ARMOUR INC
$562.0M
HEIHEICO CORP NEW
$556.0M
TRMBTRIMBLE INC
$555.0M
CWENCLEARWAY ENERGY INC
$552.0M
UBSIUNITED BANKSHARES INC WEST V
$552.0M
GLWCORNING INC
$551.0M
KHCKRAFT HEINZ CO
$545.0M
YUMYUM BRANDS INC
$544.0M
AMSCAMERICAN SUPERCONDUCTOR CORP
$544.0M
PG4PRINCIPAL FINANCIAL GROUP IN
$543.0M
COHRCOHERENT CORP
$541.0M
WHWYNDHAM HOTELS & RESORTS INC
$541.0M
WTWISDOMTREE INC
$541.0M
DRVNDRIVEN BRANDS HLDGS INC
$540.0M
SOLVSOLVENTUM CORP
$540.0M
GRPNGROUPON INC
$538.0M
EDCONSOLIDATED EDISON INC
$538.0M
BGCBGC GROUP INC
$537.0M
GOOGALPHABET INC
$535.0M
TBBKBANCORP INC DEL
$533.0M
OLMAOLEMA PHARMACEUTICALS INC
$533.0M
FIBKFIRST INTST BANCSYSTEM INC
$530.0M
MORNMORNINGSTAR INC
$529.0M
ROPROPER TECHNOLOGIES INC
$529.0M
RGAREINSURANCE GRP OF AMERICA I
$526.0M
CLSKCLEANSPARK INC
$526.0M
MAGNMAGNERA CORP
$526.0M
BLKBBLACKBAUD INC
$525.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$525.0M
BROBROWN & BROWN INC
$524.0M
STESTERIS PLC
$523.0M
NYTNEW YORK TIMES CO
$522.0M
ESABESAB CORPORATION
$520.0M
FASTFASTENAL CO
$518.0M
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